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    Zhipu AI reportedly pursues custom ASICs to reduce Nvidia dependence
    Jul 9, 18:38
    NEWS TAGGED GROWTH
    Friday 10 July 2026
    CSP ASIC demand drives structural growth in high-speed interconnects
    As cloud service providers (CSPs) continue to ramp up capital expenditures, demand for high-speed interconnects within data centers is accelerating. Multiple research firms forecast...
    Friday 10 July 2026
    Liteon Technology June revenue jumps 37% on AI server power demand
    Liteon Technology reported consolidated revenue of NT$18.7 billion (US$580 million) in June 2026, up 8% from May and 37% from a year earlier, as demand for AI and cloud computing high-end...
    Friday 10 July 2026
    Global Mixed-mode Technology says second-quarter revenue met expectations as it sees seasonal demand in late 2026
    Global Mixed-mode Technology reported June revenue of NT$743 million (US$23.16 million), down 0.71% from May but up 7.19% from a year earlier. The Taiwanese PMIC maker said second-quarter...
    Friday 10 July 2026
    JPC Connectivity June revenue hits a new high on AI data center demand
    AI data centers and faster interconnects are lifting demand for JPC Connectivity, with the cable and connector maker posting record June revenue and stronger quarterly results. The...
    Friday 10 July 2026
    Cadmen sees stronger revenue ahead as Industry 4.0 orders fill through 2026
    Cadmen said June revenue rose 9.28% year on year to NT$71.19 million (US$2.22 million), while first-half revenue climbed 9.66% to NT$401 million (US$12.52 million). The computer-aided...
    Friday 10 July 2026
    E&R Engineering advances glass substrate pilot production to 2H27
    E&R Engineering says AI demand and faster-than-expected glass substrate adoption are tightening equipment supply and advancing investment plans across Asia and the US. For global...
    Friday 10 July 2026
    Ledlink says recovery gathers pace as auto lens sales hit record highs

    Ledlink said its turnaround is strengthening, with losses narrowing in the first quarter of 2026 and growth returning in the second...

    Friday 10 July 2026
    Winmate's June revenue hits record on defense and edge AI demand
    Winmate said its June revenue reached a new record, underscoring how defense, unmanned systems, and edge AI demand are shaping industrial technology supply chains worldwide. The Taiwan-based...
    Friday 10 July 2026
    Neousys posts June revenue growth as edge AI demand broadens globally
    Neousys Technology reported stronger June revenue, reflecting rising global demand for edge AI, intelligent automation, and edge computing. The industrial PC maker said shipments from...
    Thursday 9 July 2026
    Notebook shipment update, May 2026
    DIGITIMES’ survey of May 2026 notebook shipments (excluding detachable models) from the world’s top five notebook brands (excluding Apple) and the top three notebook ODMs...
    Thursday 9 July 2026
    Chinese Rockchip expects 1H26 revenue and profit to rise on AIoT demand

    Rockchip Electronics has forecast strong growth in revenue and profit for the first half of 2026, citing sustained demand for its AIoT...

    Thursday 9 July 2026
    Shanghai Fudan Microelectronics forecasts sharp rise in 1H26 profit
    Shanghai Fudan Microelectronics Group said its first-half earnings will rise sharply, reflecting stronger chip demand and a recovery in the sector that may matter to global electronics...
    Thursday 9 July 2026
    Wistron and Wiwynn post record-high revenue in 1H26 on strong AI server, networking shipments
    Wistron reported June 2026 revenue of NT$321.82 billion (approx. US$10.04 billion), up 10.9% from the previous month and 53.9% from a year earlier, marking the company's second-highest...
    Thursday 9 July 2026
    Gem Terminal June sales dipped as AI cooling and green power demand rose
    Gem Terminal said June 2026 consolidated revenue fell from May because customers and internal teams carried out routine inventory counts, delaying some shipments. Even so, the Taiwan-based...
    Thursday 9 July 2026
    Analysis: Sovereign AI is chipmaking's next growth driver — but not everyone gets a seat

    Where will cloud AI's next wave of growth come from? Increasingly, the market is answering with two words: sovereign AI.

    1/176 pages
    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook